For Canada users, in the Manage Module, click Send Claims.

Canadian insurance claims can be managed on the Insurance Claims window. Claims cannot be sent as a batch in Canada. See Canada Claims.

For a full description of all buttons and columns, see Send Claims. Below is detail on features specific to Canada.

Toolbar

Toolbar options:

• Outstanding: Request outstanding transactions (ROT) from the default clearinghouse. See Retrieve Reports below.
• Payment Rec: Get payment reconciliation transactions for a specific carrier, billing and treating provider. This report is not used often.

Retrieve Reports (ROT - Outstanding Transaction Requests)

Users are alerted of outstanding transactions (mailbox items) when sending claims. Retrieving them is optional and does not affect patient accounts.

Click Outstanding to retrieve reports.

If a user is notified of outstanding transactions upon sending a claim, and would like to retrieve them, they should use these options (in any order):

• Version 2: Select this option and the appropriate Office Number then click OK.
• Version 4: Selected by default. Sends the ROT (04) request to recently used carriers.
• Version 4 To Specific Carrier (not commonly used): Select this option, a Carrier from the list, and the appropriate Office Number then click OK.

Wait for responses to show. When each step is complete, a dialog with the word Done. will show.

History

Undo: Changes a sent claim status to Waiting to Send.

• Does not reverse sent claims. See Reversals section in Canada Claims for more information.
• A record of sent or printed claims are available in the History grid. Double-click a row to view sent and received information.